Purchases and Sales Made in Q2 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2023. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.24KNew |
$178K - $216K
|
1.24K
$299K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.23K+ 69.1% |
$177K - $215K
|
3.01K
$728K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.23K+ 3617.65% |
$177K - $215K
|
1.26K
$306K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.22K+ 1.69% |
$176K - $214K
|
73.7K
$17.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.22K+ 32.28% |
$176K - $213K
|
5K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.22KNew |
$175K - $213K
|
1.22K
$295K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.22KNew |
$175K - $213K
|
1.22K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
1.22KNew |
$175K - $213K
|
1.22K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.22KNew |
$175K - $212K
|
1.22K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.21KNew |
$175K - $212K
|
1.21K
$294K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21KNew |
$174K - $211K
|
1.21K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.21KNew |
$174K - $211K
|
1.21K
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.2KNew |
$173K - $210K
|
1.2K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2KNew |
$173K - $210K
|
1.2K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.2K+ 2.95% |
$172K - $209K
|
41.8K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.2K+ 25.86% |
$172K - $209K
|
5.83K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$172K - $209K
|
1.2K
$289K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.19KNew |
$172K - $209K
|
1.19K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19KNew |
$171K - $208K
|
1.19K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.19KNew |
$171K - $208K
|
1.19K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.19KNew |
$171K - $208K
|
1.19K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
1.18KNew |
$170K - $206K
|
1.18K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.18KNew |
$169K - $206K
|
1.18K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 34.67% |
$169K - $205K
|
4.56K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.17KNew |
$168K - $204K
|
1.17K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.16KNew |
$168K - $203K
|
1.16K
$281K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.16KNew |
$167K - $202K
|
1.16K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$166K - $202K
|
1.16K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1.15KNew |
$166K - $202K
|
1.15K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
1.15K+ 4.83% |
$165K - $201K
|
25K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.14KNew |
$165K - $200K
|
1.14K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.14K+ 0.9% |
$164K - $199K
|
128K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.13KNew |
$162K - $197K
|
1.13K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 9.43% |
$154K - $187K
|
12.4K
$3M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.07K+ 6.0% |
$153K - $186K
|
18.8K
$4.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.06K+ 3.85% |
$153K - $185K
|
28.6K
$6.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
1.05K+ 0.44% |
$151K - $184K
|
240K
$58M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 30.56% |
$151K - $183K
|
4.48K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1.04K+ 5.63% |
$150K - $182K
|
19.5K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.04K+ 34.28% |
$150K - $181K
|
4.07K
$984K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1K+ 1.27% |
$144K - $175K
|
79.5K
$19.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
990+ 5.72% |
$143K - $173K
|
18.3K
$4.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
985+ 5.02% |
$142K - $172K
|
20.6K
$4.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
975+ 6.06% |
$140K - $170K
|
17.1K
$4.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
952+ 309.09% |
$137K - $166K
|
1.26K
$305K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
928+ 4.9% |
$134K - $162K
|
19.9K
$4.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
918+ 7.07% |
$132K - $160K
|
13.9K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
906+ 1.4% |
$130K - $158K
|
65.8K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
904+ 14.73% |
$130K - $158K
|
7.04K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
896+ 3.01% |
$129K - $156K
|
30.7K
$7.42M
|